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GWN Securities’s Simon Property Group SPG Stock Holding History

GWN Securities’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$811K Sell
3,628
-263
-7% -$54.1K 0.14% 197
2026
Q1 		$726K Buy
3,891
+180
+5% +$34.3K 0.14% 188
2025
Q4 		$687K Buy
3,711
+721
+24% +$131K 0.14% 177
2025
Q3 		$565K Sell
2,990
-806
-21% -$139K 0.13% 178
2025
Q2 		$614K Buy
3,796
+2,292
+152% +$362K 0.11% 177
2025
Q1 		$250K Buy
+1,504
New +$263K 0.01% 624

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWN Securities's SPG Position: Q2 2026 in Review

GWN Securities reduced its Simon Property Group (SPG) stake by 6.8% in Q2 2026, selling an estimated $54.1K and leaving 3,628 shares worth $811K. The position accounts for 0.14% of the portfolio, ranked #197.

GWN Securities first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • GWN Securities held 3,628 shares of Simon Property Group worth $811K as of Q2 2026.
  • GWN Securities sold 263 Simon Property Group shares in Q2 2026, an estimated $54.1K.
  • Simon Property Group made up 0.14% of GWN Securities's portfolio in Q2 2026, its #197 holding.
  • GWN Securities first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.